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Changing Role of the CPA

Technology and Innovation

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How CFOs Can Enable Innovation Now

Businesses need innovation now more than ever, so energize your organization by taking action in three areas.

Why Change Management is Critical for Your Firm’s Future

Change management helps your organization effectively enact a change. This is crucial for an organizational IT change. It minimizes risks and disruptions, and makes sure everyone is on the same page.

Tech Series: Practical Tools for Small Firms to Generate Big ROI

This infographic includes survey results from small- to mid-sized firms and solo practitioners who shared how they currently use (or don’t use) technology, and resources to help you decide which tools to implement next.

12 Technology Terms Every CPA Should Know

Keeping up with emerging technologies and tech lingo can be overwhelming. We pulled together this glossary to help you understand the most common tech terms you’ll hear in the business and CPA world.

Indiana CPAs and Technology: 2021 Trends Survey Results

We surveyed our members in small to medium sized firms about their experiences with technology in early 2021. Here are some of the key highlights and trends from that survey.

Tech Series: How to Move Toward a Cloud-Based Office

In this Tech Series, we will review the new technologies INCPAS has implemented, and share why and how we did it. Part 1 of this series focuses on how to move toward a cloud-based office.

CPA Cybersecurity Checklist

Businesses of every size are more vulnerable than ever to cybersecurity breaches. There are several steps firms can take to significantly minimize the risk.

Accounting and Tech Numbers to Know in 2021

Infographic: Numbers, trends, and insights to know to thrive in 2021 and beyond.

Finance Transformation: How Exactly Do You Start?

Getting internal stakeholders’ buy-in is the first and often most challenging hurdle in kick-starting a finance transformation. Here are three strategies to consider.

Establishing and Managing Expectations During the Client Onboarding Process

Establishing expectations with a new client before delving into deliverables and projects is a great way to ensure your firm begins a new business relationship on the right foot.

Keeping Up with RPA and the Audit Function

Automation is discussed so often in the context of accounting and audit services that it’s become something of a cliché. But dismissing the trend as just another buzzword misses the bigger picture.

Survival Guide to Auditing During a Pandemic

Techniques that may help your firm and your clients get through this challenging year.

Upskilling Is the Path Forward for Emerging CPAs

Emerging CPAs will make themselves more valuable by upskilling, which in turn creates more company value.

Remote Work Creating More Hacker and Malware Opportunities

As a result of the COVID-19 pandemic, working remotely has opened new potential access points and vulnerabilities that hackers are exploiting.

Zooming Your Way Into Business Development

Using Zoom, or similar platforms, to support your business initiatives.

5 Tools for Mastering Remote Leadership

Effectively leading remote teams is now—and forever will be—an essential leadership competency.

3 Tips to Help Your CPA Staff Learn New Skills and Meet People

Help your team meet other people, learn new skills and have fun.

Zoom Can Do That?

Learn about options on Zoom for more collaboration and ways to break up the monotony of video call after video call.

When to Say Last Rites Over Your Electronic Devices

These guidelines will provide clarity about when to replace your devices.

It’s Time to Stop Ignoring Technology

There are so many technology tools available today, it can make your head spin. We are at a time where we can no longer ignore technology and say we’ll worry about it tomorrow.

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